by dkelley | Jan 8, 2020 | blog
Global Asset Allocation Views – Q1 2020 The S&P 500 closed 2019 at a record high and trending in the opposite direction from 2018’s December low. Below I provide the returns of the S&P 500 over the past three years and the largest intra-year declines for...
by dkelley | Oct 8, 2019 | blog
Global Asset Allocation Views – Q4 2019 Markets – The S&P 500 eked out a 1.19% gain for the quarter. Europe, Emerging Markets, and Small Caps ended the quarter lower, unable to continue the momentum from the first half of the year. Defensive sectors continue to...
by dkelley | Jul 15, 2019 | blog
Global Asset Allocation Views – Q3 2019 Q2 Highlights – Markets – The S&P 500 returned 3.79% to settle at its all-time closing high. The Russell 2000 (a representation of small cap companies) closed up 1.74% and posted a new two month high. International markets...
by dkelley | May 2, 2019 | blog
Global Asset Allocation Views – Q2 2019 The beginning of 2019 is off to a hot start with the major stock indices within range of their all-time highs set last September, and enjoying their best start of the year going back to 1998. The Federal Reserve has come out in...
by dkelley | Jan 29, 2019 | blog
Global Asset Allocation Views – Q1 2019 Quarter in Review The 4th quarter of 2018 did not go as planned, though in reality nothing about investing truly ever goes to plan. The S&P 500 had just hit an all-time high and we were heading into historically...
